>> Hello everyone, welcome to a special CUBE conversation. We're here in our Palo Alto studios. I'm John Furrier host of theCUBE and we're here with Bipul Sinha, Co-Founder and CEO of Rubrik, one of the hottest startups in Silicon Valley. Great to have you here in the cube. Thank you so much for this opportunity. So thanks for coming in. You guys have $292 million in funding led the Series A with Lightspeed, Series B with Greylock Series C with Khosla, Series D with IVP. You've got celebrities like Kevin Durant, Frank Slootman, rockstar investors. Great momentum. John Thompson. Just join your board recently. He's on the board of Microsoft as well.  All since 2014, like short time. Congratulations. >> Thank you so much. And we have been very fortunate to have the market traction and demand for Rubrik's for what is now cloud data management product. When we started the company we saw a market need around simplification, cloud enablement and really automating, orchestrating, backup recovery, recovery archive and DR across on-premises and the cloud. >> You guys. Had it been pretty good run here. You've got a new CFO. Talk about that. News, I want to get that out. There was the new CFO, we have >> Our new CFO is Murray Demo. We hired him out of Atlassian where he, he joined the company and took the company public and then the company next two years become like a very fast growing, very successful public company. Our goal is to build Rubrik into the next 30-, 40-years iconic company and we're building a management team that, that will have the firepower and the and the talent to take this company to really become the standard for data management. >> Yeah. I want to get to that. That's I think the big story for you guys is that you've now come out of nowhere, but it's just, you know, the classic startup story, great investors, but you know, we'd go to all the events. We see you guys out there just all of a sudden, just a massive runs. You put the foundation together. Um, you've publicly said you, you're on a $300 million run rate. Great numbers. So great growth. What's take us inside Rubrik. I mean, how is this all working when you guys got good funding? You've got a great management team. What's the core strategy? How it. Why is it working for you guys? >> The core of Rubrik is our culture because technology evolves product. What is invariant is Rubrik's, culture, our culture of transparency, the culture of velocity. The culture of relentlessness is actually drives Rubrik. When we bring new employees into Rubrik, we tell them that it's not about what makes your boss happy or what makes the CEO of this company happy. What moves the agenda of this company? Always think about how do we make or give Rubrik the best opportunity that company can get and we'd drive on that basis so there is no ego, there is no superiority that sales is better than or engineering is a 'know-it-all' and Gods. It's all about how do we collectively build the foundation of a long lasting large public company. >> So that early DNA about that DNA. Where's that come from? The come from the product side engineering side. What? Where's that core DNA of that teamwork come from. >> The core DNA of the team is Google, Facebook, Oracle software. Essentially folks who built the largest scale distributed system, very strong industrial strength enterprise product that powers most of the large enterprises in the world, so we took these two thoughts, of Oracle-like industrial product and Google, Facebook, Amazon- like a scale-out distributed infrastructure and brought together in a single product. >> It's interesting. Lightspeed does it. A lot of interesting deals that were once poo-pooed by many in the industry. Nutanix was one and you mentioned Facebook, Google, these are not, I won't say cloud native. They basically built the cloud. They had to build their own hyperscale or they build their own infrastructure all on open source so you have that generational DNA with it from the tech standpoint and and market standpoint. And Nutanix is a great example because they, you know, they brought all this together. This is a new new kind of view. This is a modern perspective that you guys are taking. I want to ask you as you look at the cloud, and a lot of people were poo-pooing Amazon in the early days and look at them, they've run the table, the number one by miles and public cloud. No one's even close in my opinion, but you know, this is a whole new seat change, so you've got Facebook, you've got the Google's got the Nutanixs is of the world out there who were doing things different. Now are the standard. What are you guys doing that someone might say, I don't really get that yet. Or poo-pooing it that you think is a modern approach and that's different. >> See, the issue really is that how do enterprises take advantage of public cloud simplicity, agility, scale, without being bothered by it because the word, because the cloud is a programmatic paradigm, enterprise previously has been a declarative paradigm. How do you bring these two worlds together and really create a seamless platform where enterprises can automate, orchestrate and secure their data, and that has been the vision of Rubrik. The vision of Rubrik is simplicity at the scale with cloud-enabled a single software fabric across on premises and public cloud. That has been the vision of the company and we have been delivering our product from the very beginning. On this vision, we are just adding one blade after the next, after the next blade to really go be a single software platform across multiple clouds and data centers. >> That's great. Again, sounds like data's at the center of the value proposition from your. From your good discussion. Clearly Facebook status center, their value proposition, although under a lot of criticism today, Google as a data company, as companies realize that data is critical for their business, how do they transform it from what used to be because the old way was fenced-off data warehouse or some sort of batch siloed software stack and now that with all kinds of new things like GDPR for instance, and it's coming around the corner, all these headaches are emerging where it's like, wow, this is really painful, but they want to get to a seamless way, so what's going on there? Can you explain in simple way that that transition from the old data modeling where you had siloed stacks or you know, old fenced out data warehouses to something that's really agile somewhere data's a part of the intellectual property, part of the software fabric. >> This is a really insightful question because you have a dichotomy here. The dichotomy is on one side, data is the biggest strengths and biggest asset for all enterprises. On the other side there is a. there is a risk of a bad uses of that data and and and companies private or people's private information getting out. So how do enterprises or businesses create a platform where they can secure their data, they can provide access to the data, to the relevant people or applications in a very controlled and secure way and at the same time protect this strategy asset from tech, from ransomware, from just proliferating or losing, so, so the traditional industry focused on really building a storage platforms for it, but our view is that the storage platform is just the keeper of the data, but the real issue is that how do you automate, orchestrate and secure access to the data because data can be on premises, data can be public clouds, but really this data control plane that actually manages and secures and provides access to this data is the critical piece and that's the Rubrik's focus. >> All right, let's get into. I want to get into the new product announcement before we get there. I want to get your thoughts on architecture because a lot of people have been enamored and using successfully Amazon web services and some are saying that, oh, Amazon is the roach motel. Why don't you check in, you can check out with respect to your data center saying data portability is coming around the corner, but to move data around the cloud is not that easy. Um, so customers are building on Amazon but they also might have azure. So multi-cloud is out there and you can also. Google's got some great stuff going on with Tensorflow and other things that they'd got rolling out, but there's not a one cloud fits all for all workloads. Certainly in the enterprise. And then you've got the on premise, a dynamic. How do, how do you view that? Because now that's an opportunity for you guys, but also a challenge for the customers where they start using the public cloud for business benefits and then realize, well we got a lot of data in there and then it becomes a data opportunity and problem. What's your view of that landscape? >> So the VC, the whole data management, it is Rubrik is creating a whole new better diamond platform because architects really. We thought about this as something where you combine the data and metadata together so that you data becomes self describing. This is a very architectural thing that Rubrik debt because when data understand where it came from and who he he or she is, then you can take this data from on premises to the cloud and powered it on or go from cloud to cloud and power it on some other place, so this core fundamental vision and architecture of data plus deeply connected together and mobile is what really powers Rubrik and that is the fundamental platform and fundamental architecture of Rubrik and that is our view in the future. Saying that once you create the self describing data and this will see a data from the underlying infrastructure, then you give the true power of the data back to the customer because data knows where it came from, which application it is associated with, who has access to it and who can use it. That's where you see the real power of multi-cloud, multi data center, independence of data and application from the infrastructure. >> So you believe data should be friction-less with respect to where it should go at any given time. >> Absolutely. I mean that's where the power, the enterprises and businesses can realize from their data because they can actually collaborate, they can give more access to their data, to their own users without worrying about the wrong data falling into the wrong hands. Can they actually transcreate transport of the data? Can they not stuck in one infrastructure versus take the data wherever they find data to be most applicable, easiest to use and more secure. >> That's great. So we don't want to jump into a new announcement. Before we get there. I want you to just take a minute to explain, um, Rubriks, target customer that you guys are serving today. You get 900 employees, you've got over $300 million run rate in business. Who's buying the product? Why was it a physician? Who's the buyer? What's the value proposition of the offering? >> So we sell into a enterprises. So we are not an SMB product. We sell into the enterprise, I would buy it as our cloud architects, our buyers, our infrastructure architects are buyers are virtualizing architects, uh, folks who are thinking about automation, orchestration, security of the data, recoverability of the data, protection from ransomware, things like that. And that's our core technical and economic buyers and, uh, and, and the core businesses or people who have, um, who have employees more than. So, cloud transformation is classic. Absolutely functional guys are involved in. That's the big driver for Rubrik. Rubin's growth is indexed on the cloud, about has it on their agenda. >> All right, so let's get into the hard news. You guys are launching Rubrik's Polaris, the industry's first SaaS platform for data management applications. I'm smiling because whenever I see first I want to know what that means. I've seen data application platforms out there. I've seen SaaS. So SaaS is not new. What makes you guys first talk about this dynamic, about polaris? What, what is it? Why is it first? >> So the way we see our customers use multiple clouds and multiple data centers is they have some applications running on premises. Some applications running in the cloud, they're building a lot of new applications in the cloud, so essentially cloud is is fragmenting their data and applications and we have Rubrik core product or cloud data management product, wherever they run their application, so Rubrik product runs on premises. Rubrik product runs in the cloud to protect the application. >> Was that the first dynamic that it's on-prem? It's oncloud, >> Yeah, that's our first product and then what we will working with our customers was that once we have this setup, how do you bring all of your applications and all of your data under the single system of record and that is the Rubrik Polaris Platform which is complimentary to our first hybrid cloud product were to the single system of record, which is a global catalog of all the applicants and data content as well as workflows as well as security as well as orchestration, and we expose this to open apis for Rubrik as well as other third party vendors to really build applications no matter where application runs. >> So these applications, the data management application that people or Rubrik will build on top of politics is for compliance, for governance, for auditing, for search across all the infrastructure. So you guys are offering also an ecosystem play with the Polaris. You're enabling others to build on top of it. Absolutely. This is kind of like force.com platform for all your data management. >> So we started salesforce, a Mulesoft had an announcement and that got a lot of attraction. What does that mean to you guys? Because that's. You see sap, salesforce has been very successful for a SaaS platform as well as Mulesoft. What does that acquisition mean to the marketplace and how do you guys fit into that dynamic vis-a-vis that trend? >> Salesforce did a great strategic acquisition or Mulesoft because they realize that if they combine applications on premises as well as in the cloud, then they create a single platform for all the structure data applications, but our view is that this is just half of the problem are that half of the problem is on a structured data across many applications and all the Meta data Rubrik. Polaris is our SaaS platform across on-premise cloud. A single system of record with Apis were Rubrik will deliver data management applications for control, for governance, for compliance, for security across all applications that enterprises are managing, whether they're. Are these applications run on premises or in the cloud, >> And the unstructured data too is that metadata you're talking about, it's critical data. >> It's metadata is application data is is all your unstructured data, >> So bottom line is announced that why would you put this in a single sound byte for customers? What does it mean for me if I'm a customer? For you guys, what's the value proposition of this new product? >> If you want to manage your business with compliance, with governance, with security and access Rubrik delivers a single platform for all your data management needs, >> Platform Polaris from Rubrik enabling an ecosystem first time, bringing all that data together from the data center people. Thanks for coming on the cube. Great to see you. Congratulations on all your success. Thank you so much for the opportunity and thanks for stopping by. I'm job here for cube conversation. Exclusive News here with Rubrik at theCUBE in Palo Alto. Thanks for watching.

>> Voiceover: Live from Las Vegas, it's theCUBE, covering AWS re:Invent 2017. Presented by AWS, Intel, and our ecosystem of partners. >> Hey, hello everyone. Welcome back to day two of live coverage as theCUBE's exclusive analysis coverage of AWS re:Invent 2017. I'm John Furrier, co-host on set one with Stu Miniman here, analyst at Wikibon. And we got two sets here at Amazon re:Invent The first time we've done two sets, so much content. We have our directors' set with captains' chairs over there getting all the community content. And all the folks doing the innovation here at AWS. Stu, a lot to talk about. We've had companies come through, tell us about their innovation with AWS. But the bottom line is Andy Jassy's keynote just went off. I mean, he's like the energizer bunny. He keeps going and going and going. Announcement after announcement. I broke that Forbes story, laid out what ended up turning out to be the core messaging. Tons of stories on SiliconANGLE.com around Andy Jassy's exclusive interview that we had about a week and a half ago, prior to re:Invent. He's geared up. He's giddy up, as they say, his favorite word. He's taken on the competition. He took Oracle head on and called Oracle a company that abuses their customers. That was hard core, "abuse." He used the word, "abuse." In this culture, he could have just said, "predator." He's that kind of competitive vibe. Microsoft kind of called out Vinder 2 on the chart. Laying out the sets and services. Amazon putting the aggressive we're real stamp out there. What's your thoughts? You got the only analysis. >> So first of all John, this show is always impressive. One of the ones that I look forward to more than almost anything for the entire year. 43,000 people here. I spent the last day and a half in the analyst sessions. There wasn't a single analyst that was like, "Ho-hum." There are so many announcements. You go down the list and the number 73rd announcement on there, you're like, "I'm not sure." "There's this group of customers that's been waiting "for them and is going to transform their business. "It's potentially going to crush certain parts "of the industry." There's so much happening, there's lots of fanboys here. It's tough not to get exuberant about what's going on. Surprised to see Andy punching a little bit of competitors. Sure, he takes jabs at Larry Ellison every year. You know the red stack stuff, you know database. They're making huge piece on the migration. But talking a little bit more about Google and Microsoft, "Well they must be real competitors," a lot of people are saying, "if they're actually putting them up there, "going through the numbers," so many things we want to dig into here, and throughout the next two days. >> Yeah man, and the fact that he talks about the competitors means that it's still on his mind, although they're still full steam ahead. The thing about Jassy though, getting to know him, his style is not just talk, he walks it more than he talks. He'll only talk trash if he's got a solution in his back pocket. And what's different this year is, the bravado has gone up and the rhetoric around Oracle specifically has been really hard core. I mean he called them an abusive partner to their customers. That's a line in the sand. Those are fightin' words but then he goes on stage and essentially rolls out a series of database options. He spent a lot of time talking about databases, Stu, in his keynote. >> John, we got Aurora Serverless totally talking about, "How many companies, how many resources do you have focused "on managing the infrastructure under your database?" So, RDMS, paired with Serverless, absolutely game changer. People are super excited about it. There's so much going on. But I mean, John just take alone, the one thing they put up, it was one of the Gartner slides, and what's Amazon at now, 44% up from 39%? So there's talk about growth rates and everything like that. Amazon chugging along, dominant in their space, and so many pieces. >> That's the one critique I would give Jassy, the one thing I don't like about his keynote, and I don't like in general about Amazon is, they talk new guard, new guard, old guard is bad. They're using Gartner slides, too. I mean, you couldn't old guard then Gartner. Magic Quadrant has nothing to do with the presentation. It was infrastructures of service, didn't include platform as a service, didn't include SAS. I mean, they're using the wrong scoreboard. Now, I think he throws it up there because buyers kinda use Gartner as kind of a bellwether but they're not, they're old guard. He's got to get better stats and I'm pressuring them to get the stats. What is the scoreboard for cloud? >> Well, john, you know one of the things we always look at, there's two days of keynotes. Today is really the enterprise. Enterprise, Andy says, we're in kind of the early part of massive adoption from enterprise. He's talking enterprise-speak and yeah, they go to the Gartner Magic Quadrant, absolutely. John, what's happening in the software world? I mean, that's really where this is is the change of what's happening in the software. Amazon's at the vanguard. There was plenty of things that I'm sure developers will love here, but it wasn't the big focus of today's keynotes. >> To me, the canary in the coalmine is developers. The canary in the coalmine for the big mega trans are also venture capitalists. The canary in the coalmine of the startup entrepreneurs, those alpha entrepreneurs and last night we had a chance. I sat down multiple one on ones with some venture capitalists. We had some here on theCUBE, then we went to the Greylock, Amplify, and then IVP party and haD a chance to talk to some people. The general sentiment is this, we are in a sea change. It's like a tsunami. The whole beach is exposed before the big wave comes in, Stu. The top venture capitalists like Greylock and others, are looking at this going, "the models have changed." The funding model, the dynamics and everyone is going, "holy shit." That's where this renaissance in software development is happening and the top guys on the entrepreneurial side is saying, "the new way to do it is, "take less funding, I need to get in market fast "with a product, I need a partner that's gonna get me." The rest of the market is deer in the headlights, Stu. They're like, "wait a minute, do I compete with Amazon? "Do I partner with Amazon? "Which could do I use?" They get caught rearranging the deck chairs and they're taking their eye off the ball which is software. >> So john, the struggle I've been hearing, you know, you talked to a bunch of Amazon customers already this week. If you're in the enterprise and you're building your strategy, you got to write it on a whiteboard or an etch-a-sketch because things are changing so fast. The thing I was really looking forward to is what were they gonna be in cubernetties and you know, server list, huge promise, what are they delivering? What was the proof point? And I have to say, definitely impressed with what I saw so far. >> What's the top? I mean first of all, you're in the analyst meeting and I heard feedback from the analysts like, "we can't even comprehend all these things." I want you to boil it down for the folks not here and they're gonna be reading some blog posts and still getting a lot of coverage to go through certainly on theCube and SiliconANGLE will keep on. Bottom line, what's the executive summary in your mind, Stu? What should people pay attention to? What's the most important story? >> It is impossible to give one story to everyone but let me start with, Andy lays out, in your interview for Forbes and what he talked about in the keynote, kind of a compute continuum so if you're just using compute instances, there are some new big ones. If you want your AI stuff, your big data, they've got new compute instances. The bare middle offering is basically the fruits of what they have to do to be able to get vmware on AWS to work and they're now making that same instance available for those that want to be able to do other things with it, bring their own hypervisor, things like that. I could tell you, it's a massive... It's like 72 logical cores, huge amounts of memory and it is gonna be wicked expensive because it's not like most of the instances with Amazon, pick between these six versions, it's one. Here's a server and it's a big server, it's gonna be really expensive. We're gonna be digging in with a couple of vmware executives on that piece but the newer stuff, containers. The last year we've been hearing, Amazon's behind on cubernetties, Amazon's behind on cubernetties. They joined the CNCF for a couple months. Now they have EKS so full supporting cubernetties but here's the nuance, I talked to the people that run that group and ECS is not going away. They're there, we've seen all the time is they say, "oh here's the standard and we're gonna fully embrace it, "but our proprietary's version." Cubernetties doesn't scale the way you need, you gotta do our thing. Cubernetties, we can't integrate it with all our services, you know use our services. Andy was like, "hey, we're gonna give you a choice." Underneath that they had farpoint, I'm sorry fargate. Fargate is the underlying level that basically allows me to take rather than, you know, managing at the server level which really I was managing virtualization before. Now I'm managing at the compute level. When containers came out and Docker was buzzing, it was, "this is the new atomic instance "of how we manage things." Fargate really cooled down at that lower level so you have (mumbles) I keep saying fargate at the bottom level, now I've got ECS or cubernetties and I've got things like istio on top of that. You and I are gonna be at the CNCF show next week, CubeCon and everything like that. I'm sure Amazon is gonna suck a lot of the air out of that with what they're doing and gosh, I haven't even talked about serverless yet. >> First of all I mean, it's hard to boil it down like you said. You can't even breathe at this point, it's so exciting but the thing that is a success at Amazon also could be an Achilles heel because it has complexity so I noticed in messaging was everything to everyone or is everything to everything. It's got this vibe going on... >> Stu: Everything is everything. >> Everything is everything. A lot of people have been criticizing the software business on the community side, supplier side of trying to be everything to everyone. But that's what Amazon's doing, right? They're basically saying, "we're gonna give you everything "but it's not mandated that you choose one." So talk about that dynamic because the people critiquing them and saying, "well they're just throwing all this stuff out there, "it's just a feature." Is it viable? >> It's a great point and right, if you look at traditional enterprise vendors, it was, "oh my god look at that catalog "and all these thousands and thousands of skews "that are out there." I believe the number I heard is in the Amazon services, there's like 30,000 services out there and how do you, as a company, manage that? I talked to one global web company and I gave that. How do you keep up with this? How do you know what to do? And he's like, "well, we reach a certain price point. "I've got two TAMs, they help us work through this." There's no way any one person or even any company could be an expert on this. That's where Amazon needs to get consultative. That's where SIs need to come in. I'll tee up, that's where serverless really comes in because there's certain pieces that, as Andy talked about in the keynote, you know lambda is going everywhere. It's getting integrated into the environment. There's certain pieces of the stack that before I needed to choose my compute instance. I needed to figure out how much memory. I have to do all of these kind of things. If I choose a certain layer of integration, Amazon is gonna take care of those things underneath so absolutely they hear loud and clear that they want to simplify things. What was it, last year light sale was one of the big announcements. There's so many things. Spot instances had a huge growth to be able to drive down costs this year. I mean, dozens and dozens of features that Andy talked about this morning. Serverless, John, really massive wave. (mumbles) >> Let's connect the dots. There's a lot to talk about, we've got Werner Vogles keynote tomorrow. That should be really geeky and tech under the hood, but what Jassy is putting out there is a lot of the stuff you're mentioning but also he's got a wireless camera for facial recognition, they've got transcribe recognition, poly, lex, so the sets of services that are new and new guard like and the use cases from this are interesting. A lot of different connective devices so you see a little IOG. They're kind of laying out like this is a landscape. You know, we're gonna do statcast for MLB, NFL. We got edge devices, databases for S3. The programming model, the new assembly model. It's very modular. This is like the building blocks approach. It's not just the lambda and S3. You've got wireless cameras that do facial recognition. >> Right, because John, I talked to a couple customers that are doing serverless and they're working with Amazon and it's like, "oh well, where do you think of serverless functions as a service?" And they're like, "well really I have you know..." One customer was like, "I have a bunch of my own services "and I have APIs I write and now I can just call into "various Amazon services so it makes..." John, the whole API economy that we've been talking about for many years, you know, this is really Amazon having this come to fruition. I should be able to write my own APIs that can program to many of Amazon's APIs. If Dave Vellante was here, I'm sure he'd be talking about API creep because there's so many pieces but you know, Amazon, Andy is saying, "we have everything of the best." I think a lot of he's trying to attack there. Many customers we've talked to, they're going multi-cloud. What does that really mean? It's Amazon the primary. When are they using Google, Microsoft, Oracle, IBM? There's so many pieces. >> Stu, it's impressive to me. I get called a fanboy all the time, but I just call it as I see it and Amazon is crushing everyone else, in my opinion. There's no doubt about it. When we get more data from Microsoft or Google, then we'll compare, you know, and Oracle. They're not even talking so like they're hiding. They're building again. The tsunami is coming. The war is here. No doubt there's a cloud war and Microsoft is in it to win it. Google's hardcore so this is game on. What Amazon is doing is they're integrating new kinds of interactivity. You start to see Twitch more here. You see the NFL demo on stage that Andy did. The actual data that they're getting from the sensors. They're integrating the application so you know Goldman Sachs never goes on stage and does a testimonial. The guy's basically giving a lovefest for Amazon. That's Goldman Sachs. So you have new software models that are coming. This is something I think nobody's seeing. I think you talk to hardcore dudes. The infrastructures now with serverless is enabling creativity and I think this renaissance is for real. >> John, you nailed something. It's Sandy Carter who you know and have had on theCUBE many times, joined Amazon within the last year, talked about how Amazon, not just AWS but Amazon, is helping customers with buzzword digital transformation but how do you innovate? It's not just Amazon Web Services, there's so many things that the broader Amazon portfolio can tie into, you know. Absolutely, it's impressive. Customers always said it used to be like, "oh how can I have a network that's kinda like Google's?" Now it's "how can I innovate like Amazon?" >> Well Stu, we go to all the shows. We didn't go to Oracle Open World this year. Again, they're kind of silent right now because they don't want to talk to the press because they're gearing up. You've got Oracle, Microsoft, certainly very aggressive, more aggressive than Oracle, but Jassy is laying the line in the sand so we're gonna watch the new guard old guard thing play out. Microsoft is absolutely moving the needle. They are coming up to Amazon. There's no doubt that they're in the sights, in the rearview mirror. I think everyone else is really gearing up. You've got Alibaba cloud in China coming to the US. This is going to be exciting. The cloud game has got so much action in it. It's got the geeky under the hood and the sexiness of the application, Stu. I'm really super excited. >> Yeah, there's just so much information, you know. Choose your category. Choose where you're going. There is just no shortage. Everybody is geeking out. The big complaint is like how there's too many people. If you go standby, you go an hour ahead of time and you're still there and it's spread out, you know. The Aria and the MGM, there's all these things there. We're here at the heart of what used to be the one facility and now it's just spread out so much so you really need to kind of choose your focus, dig on in, and you know, we've got so many interviews. >> Stu, we're gonna want to wrap this up by saying the company that's behind us, you can't see or maybe you're able to see in the shot that's winning that no one's talking about much because they're just winning is Intel. They sell more chips. They sell more compute. The compute game is where it's at. You've just Intel kind of quietly under the surface and this growth is only gonna help Moore's law and everything else. >> John, it's just like the old Intel inside, you know. Amazon does more. They're buying more compute, whether that's standard compute, it's containers, or serverless at the end of the day, there's some Intel chips underneath almost all of it today. >> Intel's not putting their strategy up but it's clear to me through observation and talking to them, is that they're targeting the cloud as that new inside moment. They want to power the top clouds. They already are. They're kinda quietly keeping their nose clean and have their head down and power all those clouds. TheCUBE here powering all the data here at AWS re:Invent. I'm John Furrier, Stu Miniman. Day two kickoff, more great coverage. Stay with us, two sets here in Las Vegas. We'll be right back. (digital music)